Investment Q&A

• Caterpillar Inc. (CAT $432.30)
  • $432.30 P/E (TTM): 21.25X Cap: $202.52B
  • View CAT Profile
  • View Questions on CAT
• Chevron Corporation (CVX $158.20)
  • $158.20 P/E (TTM): 20.36X Cap: $273.36B
  • View CVX Profile
  • View Questions on CVX
• The Walt Disney Company (DIS $117.71)
  • $117.71 P/E (TTM): 18.6X Cap: $211.63B
  • View DIS Profile
  • View Questions on DIS
• Freeport-McMoRan Inc. (FCX $43.69)
  • $43.69 P/E (TTM): 32.54X Cap: $62.72B
  • View FCX Profile
  • View Questions on FCX
• GE Aerospace (GE $266.61)
  • $266.61 P/E (TTM): 37.17X Cap: $282.72B
  • View GE Profile
  • View Questions on GE
• Goldman Sachs Group Inc. (The) (GS $738.79)
  • $738.79 P/E (TTM): 16.35X Cap: $223.64B
  • View GS Profile
  • View Questions on GS
• LyondellBasell Industries NV Class A (Netherlands) (LYB $57.05)
  • $57.05 P/E (TTM): 76.32X Cap: $18.35B
  • View LYB Profile
  • View Questions on LYB
• Williams Companies Inc. (The) (WMB $56.83)
  • $56.83 P/E (TTM): 28.82X Cap: $69.39B
  • View WMB Profile
  • View Questions on WMB
• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.21)
  • $49.21 P/E (TTM): 18.53X Cap: $26.58B
  • View RCI.B Profile
  • View Questions on RCI.B
• Premium Brands Holdings Corporation (PBH $95.27)
  • $95.27 P/E (TTM): 46.02X Cap: $4.25B
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• Acadian Timber Corp. (ADN $17.80)
  • $17.80 P/E (TTM): 22.44X Cap: $322M
  • View ADN Profile
  • View Questions on ADN
  • View Reports on ADN
• Apollo Global Management Inc. (APO $133.89)
  • $133.89 P/E (TTM): 24.99X Cap: $76.58B
  • View APO Profile
  • View Questions on APO
• Nutrien Ltd. (NTR $80.78)
  • $80.78 P/E (TTM): 187.47X Cap: $39.24B
  • View NTR Profile
  • View Questions on NTR

Q: Good Morning. I need to trim my holdings portfolio down to a more manageable number. My portfolio is pretty well balanced. From the list of NTR,PBH, DIS,RCI.B, ADN,GE, FCX,WMB,GS,CVX, CAT,LYB and APO how would you rank them with 1 being the best and 5 the least favoured. Please take as many credits as you need. Thanks Peter

Upvote 3

Read Answer Asked by Peter on September 05, 2024

• Estee Lauder Companies Inc. (The) (EL $88.68)
  • $88.68 Cap: $31.91B
  • View EL Profile
  • View Questions on EL

Q: why is L'Oreal (LRLCY) share price not hit as hard as Estee Lauder (EL) these days. what is your outlook for the cosmetics leader and 235B dollar company L'oreal over near term 2024/2025

Upvote 1

Read Answer Asked by steve on September 05, 2024

• Chevron Corporation (CVX $158.20)
  • $158.20 P/E (TTM): 20.36X Cap: $273.36B
  • View CVX Profile
  • View Questions on CVX
• Occidental Petroleum Corporation (OXY $46.40)
  • $46.40 P/E (TTM): 18.63X Cap: $45.67B
  • View OXY Profile
  • View Questions on OXY
• Exxon Mobil Corporation (XOM $111.74)
  • $111.74 P/E (TTM): 15.81X Cap: $476.37B
  • View XOM Profile
  • View Questions on XOM

Q: CVX has been dropping since 2022. Is there a problem here? XOM and SU (I hold all three) have been increasing. Should I drop CVX? I have at least a five year window, 78 year value investor who can wait for a turn around.

Upvote 1

Read Answer Asked by STANLEY on September 05, 2024

• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $118.09)
  • $118.09 P/E (TTM): 17.97X Cap: $1.40B
  • View HPS.A Profile
  • View Questions on HPS.A
• TransMedics Group Inc. (TMDX $114.97)
  • $114.97 P/E (TTM): 87.35X Cap: $3.91B
  • View TMDX Profile
  • View Questions on TMDX

Q: Hi! Could you explain the sharp dip in price for TMDX recently?

Also, I am down almost 20% HPS.A and keep waiting for it to get better. It tries, then falls, rinse and repeat. What's going on here? Is there good reason to be patient?

Thanks so much.

Upvote 9

Read Answer Asked by Judith on September 05, 2024

• Purpose High Interest Savings Fund (PSA $50.10)
  • $50.10 Cap: $3.15B
  • View PSA Profile
  • View Questions on PSA
• Purpose US Cash Fund (PSU.U $100.32)
  • $100.32 Cap: $783M
  • View PSU.U Profile
  • View Questions on PSU.U
• CI High Interest Savings ETF (CSAV $50.00)
  • $50.00 P/E (TTM): 11.34X Cap: $5.81B
  • View CSAV Profile
  • View Questions on CSAV
• Global X Cash Maximizer Corporate Class ETF (HSAV $116.50)
  • $116.50 Cap: $1.90B
  • View HSAV Profile
  • View Questions on HSAV
• Global X High Interest Savings ETF (CASH $50.08)
  • $50.08 Cap: $6.81B
  • View CASH Profile
  • View Questions on CASH
• US High Interest Savings Account Fund (HISU.U $100.33)
  • $100.33 Cap: $438M
  • View HISU.U Profile
  • View Questions on HISU.U
• Global X USD High Interest Savings ETF (UCSH.U $50.17)
  • $50.17 Cap: $293M
  • View UCSH.U Profile
  • View Questions on UCSH.U

Q: Hi, Can you let me know what High interest ETF (highest yield?) you recommend - in US and CDN $.
I also believe there is one High interest ETF, that does not pay interest, but accumulates capital gains, what is it's name and what do you think of it.
Thanks.

Upvote 11

Read Answer Asked by Peter on September 05, 2024

• Major Drilling Group International Inc. (MDI $9.05)
  • $9.05 P/E (TTM): 29.29X Cap: $740M
  • View MDI Profile
  • View Questions on MDI

Q: Good morning 5i,
Following MDI's Q1 release yesterday ,looks like the market is overreacting to the results.Looks like a value company for those with patience, looking at one to two years out.Looks like an undervalued ,value situation.What are your thoughts?
Many thanks,
Jean

Upvote 1

Read Answer Asked by Jean on September 05, 2024

• Corby Spirit and Wine Limited Unlimited Voting Common Shares (CSW.A $14.46)
  • $14.46 P/E (TTM): 22.12X Cap: $411M
  • View CSW.A Profile
  • View Questions on CSW.A

Q: I did not intend to make my previous question private. You can make it public. As you have said, growth has been acquisition driven, do you think there are opportunities for this company to continue to grow by acquisition?

Upvote 2

Read Answer Asked by John on September 05, 2024

Q: Hi — Appreciate the service.

Question about FPR-T, purchased in ~2018 at $21.09 as fixed-income/yield instrument at a time of low interest rates.

Need to generate some cash and am considering selling this achieved-its-purpose stock.

Question: on a scale of 1 - 10, how much (more) upside could I be missing out on if I sell now?

Thank you.

Upvote 0

Read Answer Asked by William on September 05, 2024

• Anaergia Inc. (ANRG $1.85)
  • $1.85 Cap: $314M
  • View ANRG Profile
  • View Questions on ANRG

Q: I am wondering if Anaergia is getting past their problems,
I thought this company was finished. They have made a few positive announcements but are they meaningful? What are your thoughts is this worth buying?

Upvote 2

Read Answer Asked by Harry on September 05, 2024

• Fortis Inc. (FTS $69.59)
  • $69.59 P/E (TTM): 20.6X Cap: $35.04B
  • View FTS Profile
  • View Questions on FTS

Q: FTS has surged to near the top end of analyst 1-year targets (low $60's). Please comment on the current valuation in terms of its own history and peers.

Upvote 4

Read Answer Asked by Paul on September 05, 2024

• Paymentus Holdings Inc. Class A (PAY $37.80)
  • $37.80 P/E (TTM): 87.59X Cap: $4.66B
  • View PAY Profile
  • View Questions on PAY

Q: Can I please get your analysis of Paymentus?

Upvote 1

Read Answer Asked by Adam on September 05, 2024

Q: I currently do my investment trades thru National Bank Direct Brokerage. I is a very good platform but does not keep a real time update on Capital gains and losses for the year. Do you know of any sites that can do this? Thanks

Upvote 1

Read Answer Asked by george on September 05, 2024

• Apple Inc. (AAPL $227.16)
  • $227.16 P/E (TTM): 34.56X Cap: $3.37T
  • View AAPL Profile
  • View Questions on AAPL
• Alphabet Inc. (GOOG $209.16)
  • $209.16 P/E (TTM): 22.04X Cap: $2.52T
  • View GOOG Profile
  • View Questions on GOOG
• Microsoft Corporation (MSFT $504.26)
  • $504.26 P/E (TTM): 37.19X Cap: $3.74T
  • View MSFT Profile
  • View Questions on MSFT
• NVIDIA Corporation (NVDA $179.81)
  • $179.81 P/E (TTM): 57.42X Cap: $4.38T
  • View NVDA Profile
  • View Questions on NVDA
• Shopify Inc. Class A Subordinate Voting Shares (SHOP $194.87)
  • $194.87 P/E (TTM): 80.15X Cap: $253.20B
  • View SHOP Profile
  • View Questions on SHOP
  • View Reports on SHOP
• Lumine Group Inc. (LMN $47.41)
  • $47.41 P/E (TTM): 186.23X Cap: $12.16B
  • View LMN Profile
  • View Questions on LMN
  • View Reports on LMN

Q: I am a long term owner of AAPL and have done well by it. I am wondering if a switch into GOOG for its projected growth is a better long term holding in your opinion. How would you compare the two? Perhaps the obvious solution is to sell half of AAPL for a GOOG purchase. My other tech names include MSFT, CSU, SHOP, LMN, NVDA and VRT with tech making up 25% of my overall portfolio. Many thanks.

Upvote 4

Read Answer Asked by David C. on September 05, 2024

• iShares 1-5 Year Laddered Corporate Bond Index ETF (CBO $18.51)
  • $18.51 Cap: $794M
  • View CBO Profile
  • View Questions on CBO
• iShares Core Canadian Universe Bond Index ETF (XBB $27.95)
  • $27.95 Cap: $8.14B
  • View XBB Profile
  • View Questions on XBB
• iShares Core Canadian Long Term Bond Index ETF (XLB $18.33)
  • $18.33 Cap: $815M
  • View XLB Profile
  • View Questions on XLB
• iShares Core U.S. Aggregate Bond ETF (AGG $99.25)
  • $99.25 Cap: $129.89B
  • View AGG Profile
  • View Questions on AGG
• Vanguard Total Bond Market ETF (BND $73.64)
  • $73.64 Cap: $131.26B
  • View BND Profile
  • View Questions on BND
• iShares 20+ Year Treasury Bond ETF (TLT $86.80)
  • $86.80 Cap: $47.79B
  • View TLT Profile
  • View Questions on TLT

Q: With the lowering of interest rates, what bond funds to invest in? Bond ETF’s?

Upvote 3

Read Answer Asked by Helen on September 05, 2024

• Pason Systems Inc. (PSI $11.67)
  • $11.67 P/E (TTM): 13.36X Cap: $948M
  • View PSI Profile
  • View Questions on PSI
  • View Reports on PSI
• Ensign Energy Services Inc. (ESI $2.22)
  • $2.22 Cap: $407M
  • View ESI Profile
  • View Questions on ESI
• Precision Drilling Corporation (PD $78.85)
  • $78.85 P/E (TTM): 11.92X Cap: $1.04B
  • View PD Profile
  • View Questions on PD

Q: Looking for updates on these three. As usual would think the possibility of higher returns comes with more risk…how would you rank them for total return 3-5 years?

Upvote 2

Read Answer Asked by Jim on September 05, 2024

Q: Could you please suggest a hedged ETF for renewable energy including Uranium, that could earn 10% in the first year, including both dividend and capital appreciation? Same question please also for a Canadian ETF? could you also please include grid energy or large scale energy storage as part of the question?

Upvote 1

Read Answer Asked by Ron on September 05, 2024

• BMO S&P 500 Index ETF (ZSP $97.73)
  • $97.73 P/E (TTM): 80.87X Cap: $19.48B
  • View ZSP Profile
  • View Questions on ZSP
• iShares MSCI World Index ETF (XWD $104.30)
  • $104.30 P/E (TTM): 56.55X Cap: $1.29B
  • View XWD Profile
  • View Questions on XWD
• Vanguard FTSE Global All Cap ex Canada Index ETF (VXC $70.50)
  • $70.50 P/E (TTM): 5.77X Cap: $2.58B
  • View VXC Profile
  • View Questions on VXC
• INVESCO QQQ Trust (QQQ $570.32)
  • $570.32 P/E (TTM): 59.46X Cap: $367.94B
  • View QQQ Profile
  • View Questions on QQQ
• iShares U.S. Technology ETF (IYW $181.17)
  • $181.17 P/E (TTM): 99.42X Cap: $22.87B
  • View IYW Profile
  • View Questions on IYW

Q: I am presently over invested inthe Technology Sector in the following,
IYW has 90% in Tech - own 150 shares
QQQ has 52% in Tech - own 25 shares
ZSP has 32% in Tech - own 480 shares
XWD has 26% in Tech - own 300 shares
VXC has 26% in Tech - own 200 shares
What is the best way to sell (all or part of) the above to reduce this category to 7% as suggested by your Potfolio Tracker?
Thanks for your great service.

Upvote 2

Read Answer Asked by Terry on September 05, 2024

• Alimentation Couche-Tard Inc. (ATD $69.60)
  • $69.60 P/E (TTM): 18.6X Cap: $65.98B
  • View ATD Profile
  • View Questions on ATD

Q: Can you comment on latest earning, future outlook for this stock if we enter a recession, and the potential 7-Eleven parent takeover and what impact this may have on stock price.

Upvote 5

Read Answer Asked by Colum on September 05, 2024

Q: What is your opinion on structured notes. If they are good for income, how do we purchase them? Thanks, James
Also are their similar ETFs?

Upvote 2

Read Answer Asked by JAMES on September 05, 2024

Q: What is a good approach to evaluating risk for a stock investment? I can think of systemic risks, specific company risks, and historical drawdown price risks. Anything else? Is there a way to condense these into an overall risk estimate? Any articles or books on the subject you would recommend for DIY investors?

Upvote 3

Read Answer Asked by Alfred on September 05, 2024